After a simple one-time setup, Yesware will automatically add your tracking events into Salesforce for the contact or lead that you’re communicating with! As your prospects interact with your message – opening it, clicking links inside it, and sending you replies – Salesforce will be updated in real-time with the same information.

To get started, you’ll need to do a one-time authentication. Begin by clicking on the Yesware menu (top left corner of Gmail) and then selecting “Preferences”. Inside the preferences panel, click “Salesforce” at the bottom. You’ll want to toggle the “Salesforce Sidebar” and “Send to Salesforce” switches to the ON position. Next, click the blue “Set Up Salesforce” button. You’ll be prompted to log into your Salesforce account (if you aren’t logged in already) and grant access to Yesware. Refresh your Gmail browser and you’re ready to go.

Automatically Update SalesforceNow that you’ve authenticated your account, all of your Yesware activities are going to be automatically pushed to the associated contact or lead in Salesforce. You can toggle this off and on as needed using the “CRM” box in the Yesware toolbar in the Gmail compose window. These activities will appear as completed tasks in the activity history of your contact:

Each one of these tasks will also give you full details about the activity – where they were opened, on which device, what links were clicked, and when all of this activity occurred.

Google Calendar SyncSalesforce integration goes deeper than your emails – using Yesware now syncs your Google Calendar events directly to Salesforce and associates them with the contact or lead you’re meeting with. In addition, any events that you create in Salesforce will automatically be added to your Google Calendar. This means less manual data entry, better teamwork for appointment setting, and even mobile support for saving events from the road!

We sync your newly-created events (and event updates) within a matter of minutes – no more calendar confusion! If you’re creating your events in Google Calendar, you’ll be able to choose your contact or lead and account or opportunity while creating the event and we’ll add an activity in Salesforce for you automatically. In addition, you’ll be able to sync calendar events to Salesforce from any device – including mobile! We also support recurring meeting sync to Salesforce for Enterprise users. Simply open the event in Google Calendar and check the box next to “Sync Calendar Event to Salesforce” to eliminate that extra step from your weekly routine.

View Your Salesforce Data Without Leaving GmailNo more switching back and forth between Salesforce and Gmail – Yesware brings the two together! The Salesforce sidebar displays your history with your contact while you’re viewing an email. Each one of the tasks in your activity history is clickable and will bring you right to the Salesforce page with full details of said activity.

Not only can you see your history with your contact, but you can also create new tasks directly from our sidebar. Whether you use tasks to add a quick note about your most recent email from your prospect or remind yourself to follow up with them, Yesware helps you stay organized and efficient.

Build Up Your SalesforceAdding a new prospect to your Salesforce pipeline has never been easier. Keep your contacts fresh and organized by opening up your Salesforce sidebar while viewing an email thread. If you can’t match your prospect’s email address, you’ll be prompted to enter that person’s info into a simple form. We’ll take care of creating them inside your Salesforce account, associating them with an account, setting their lead status, and adding contact information all with a simple form.

Use Salesforce’s Reporting to See All Yesware Activity

In addition to Yesware’s reporting functionality, we’ve added custom reports to Salesforce’s reporting dashboard that will give account managers and team leaders the ability to pull Yesware activity right from Salesforce. These reports will give you valuable insight into activity by account (both overall and daily) as well as activity by opportunity and stage.

Ready to get started using Yesware’s Salesforce integration? Visit our plans & pricing page to choose the tier that makes the most sense for you! Unsure what edition you’d need? Our sales team is ready to help you decide.
Already using Salesforce integration but have further questions? Send our support team a message and we’ll be happy to get you some answers.